Odoo CRM & Invoice Workflow Automation
Run Odoo on autopilot. Keep the veto.
12 actions
Contacts get created, records get updated, and invoices get parsed inside Odoo before you've seen what the AI actually decided. Rills proposes each change; you approve it first.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential crm action from Odoo arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Commit 8 parsed invoices to contacts in Odoo?
3 invoices flagged low-confidence on vendor name match
2 contacts have duplicate email entries in CRM
Same batch pattern as last Wednesday's failed reconciliation
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Odoo automation
Invoices parse, contacts create, and applicant records update inside your Odoo CRM while you're doing something else. By the time you notice something went sideways, the record is already there.
When Odoo runs unsupervised
Odoo touches your books, your pipeline, and your hiring data in the same session. When automation runs without a pause, the mistakes are not cosmetic.
- Parse Invoice Document fires and the extracted totals attach to the wrong contact, sending your reconciliation off before you open the report.
- Create Contact runs on a duplicate email and splits a customer's history across two records that are now both live.
- Parse Applicant Resume extracts experience fields incorrectly and updates the applicant record with the wrong role history before the hiring manager reviews.
- Update Odoo Record overwrites a custom field you hadn't flagged as protected, and there is no version history to roll back to.
- Parse Bank Statement Document maps a transaction to the wrong account code and the mismatch sits unnoticed until month-end close.
What Rills does inside Odoo
Rills intercepts the proposed action before it writes, whether that is a parsed invoice result being committed via Get Invoice Parsing Result, a new contact about to be created, or an applicant record about to be updated from a resume parse. You see the proposed change, the source data, and the confidence score before anything touches Odoo.
The record still gets created; you just see exactly what it contains before it goes in.
Why Odoo has no triggers and how Rills fills the gap
Odoo does not emit native event triggers that can start a workflow on their own. Rills fills that gap by running scheduled checks and upstream signals that decide when to act.
- Scheduled invoice polling: Rills checks for new parsed invoice documents on a schedule and queues a Parse Invoice Document proposal when new results are ready via Get Invoice Parsing Result.
- Upstream CRM signals: a new deal stage in your pipeline can trigger a Create Contact or Update Odoo Record proposal without waiting for a native Odoo event to fire.
- Periodic applicant review: Rills runs Get Applicant Parsing Result on a cadence so resume extractions do not pile up unreviewed; each one surfaces as a discrete approval before the record updates.
- Bank statement cadence: a daily or weekly schedule can trigger Parse Bank Statement Document and hold the Get Bank Statement Result for your review rather than auto-committing the reconciliation.
What Rills can do in Odoo
4 of 12 actions across reads, writes, and updates.
- 01
Create Contact
Add a new person or company to your Odoo database as a customer, supplier, or general contact. This creates a foundational record that connects to all your business workflows including sales, purchasing, and communication.
- 02
Parse Expense Document
Automatically extracts key information like date, amount, currency, and vendor details from expense receipts and invoices using OCR technology, saving manual data entry time. Returns a token to retrieve the parsed results when processing is complete.
- 03
Parse Invoice Document
Automatically extract key financial data from invoice documents using AI-powered recognition, eliminating manual data entry for invoice amounts, dates, supplier details, and line items.
- 04
Update Odoo Record
Modify existing records in Odoo by updating specific fields across any model, from customer contacts to sales orders and inventory items. This enables you to keep your business data current without manual data entry.
Common questions about Odoo automation
How do I automate Odoo contact creation without reviewing every entry?
Rills proposes the new contact record before anything gets written to Odoo. You review the parsed details, approve or reject from your phone, and only then does the contact get created. Nothing lands in your CRM without your call.
Can I get mobile approvals before Rills updates an Odoo record?
Yes. Every proposed record update sits in a mobile approval queue first. You see exactly what field is changing and what the new value will be. Approve it with a swipe or reject it and add a note. The update only ships after you say so.
How do I automate Odoo invoice parsing for my small team?
Rills reads incoming invoice documents, extracts the relevant fields, and queues a proposed action for you to review. Your team approves the parsed result before it touches any record in Odoo. No invoice gets processed on assumptions you did not verify.
Can Rills automate Odoo expense and bank statement processing?
Rills can parse expense documents and bank statements, then propose what to do with the extracted data. You decide whether the result looks right before Rills writes anything. If a figure looks off, you catch it at the approval step, not after the record is already in your books.
How is Rills different from Zapier for Odoo automation?
Zapier runs actions the moment a trigger fires. Rills holds proposed actions in a queue and waits for your approval before anything ships. For Odoo operations like updating records or processing financial documents, that pause is the difference between catching a mistake and cleaning one up later.
Why use Rills instead of Make for Odoo CRM workflows?
Make executes scenarios automatically once they are live. Rills keeps a human in the loop at the action layer. Proposed changes to contacts, invoices, or records sit in your approval queue until you review them. You get the automation without giving up the veto.
Does Rills support Odoo webhooks or event-based triggers?
The Odoo integration on Rills currently works through operations you configure, such as parsing documents, creating contacts, and updating records. It does not rely on Odoo firing webhook events into Rills. You initiate or schedule the workflow, and Rills handles the proposed action and approval step from there.
How much does Rills cost for Odoo automation?
Approvals and all workflow logic are free. You only pay for real actions, meaning the AI calls that parse documents or the external API work that writes data to Odoo. Reviewing a proposed contact creation or rejecting a bad invoice parse costs you nothing.